Have YOU been affected by this? Email [email protected] A former police sergeant and his PC…
Tag:
adviser
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Personal Finance
Can I stop an old financial adviser taking £60 a month from my pension? STEVE WEBB replies
by adminby adminI’m now 55 so I went to a pension adviser. I mentioned I had been…
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Retirement
My wife and I are in our 60s and will get $9,600 a month in income. An adviser wants to charge $265 an hour to give us advice. What’s our move?
by adminby adminWhile scanning Reddit the other day, I came across a question about hourly financial planning fees…
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Personal Finance
This millionaire lawyer fell victim to a shoddy financial adviser for 12 years — is now ‘paralyzed’ at the thought of her husband retiring. How to recover even after you’ve been burned
by adminby adminThis millionaire lawyer fell victim to a shoddy financial adviser for 12 years — is…
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Retirement
My wife and I are 66, and our financial adviser has us in 94% equities. Is this OK?
by adminby adminQuestion: My wife and I have our retirement savings with a brokerage, and we have…
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Retirement
I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?
by adminby adminQuestion: I’m 69 and retired and my husband is 71. I have a financial planner…
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Retirement
I’m 73 and my financial adviser told me to buy $1.5 million in annuities — should I do this?
by adminby admin“Should I take my adviser’s suggestion? Does this sound like good advice?” – MarketWatch photo…
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Retirement
I’m 73 and my adviser told me to buy $1.5 million in annuities. Should I do it?
by adminby adminI have $1.5 million in my 401(k) and $1.1 million in my IRA. I will…
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Personal Finance
I have $1.7 million, and in January alone paid my financial adviser $1,300. What gives?
by adminby adminQuestion: I have $1.7 million invested with our financial adviser who I really like, but…